72 He Adds Value to His System with Mike Shell of Shell Capital Management – 2of2

72 He Adds Value to His System with Mike Shell of Shell Capital Management – 2of2

In the second part of our talk with Mike Shell, we delve into the specifics of his program and why most of his clients have 100% of their investments with his firm. He discusses backtesting, risk management, and the differences between purely systematic systems and systems with a discretionary element. Listen in for an inside look at this fascinating firm.

Thanks for listening and welcome back Mike Shell.

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72 He Adds Value to His System with Mike Shell of Shell Capital Management – 2of22021-09-02T03:39:58-04:00

71 Why You Don’t Want Symmetry in Investing with Mike Shell of Shell Capital Management – 1of2

71 Why You Don’t Want Symmetry in Investing with Mike Shell of Shell Capital Management – 1of2

Most trend following firms have clients that invest somewhere between 2 and 20% of their portfolio with that firm, but Mike Shell’s firm is different. His strategy is tailored to a specific customer, and almost all of his clients have their entire investment portfolios with his firm. We dive into the specifics of Shell Capital Management in this episode, and how Mike grew up in the southern United States with a military background to become the owner of his […]

71 Why You Don’t Want Symmetry in Investing with Mike Shell of Shell Capital Management – 1of22021-09-02T03:40:47-04:00

70 Intervention in The Markets: The Effect on Trend Following with Marc Malek of Conquest Capital Group

70 Intervention in The Markets: The Effect on Trend Following with Marc Malek of Conquest Capital Group

In this year-end review, Marc Malek explains why intervention in the markets affects trend following, but also why trend following strategies are not long volatility strategies. He discusses 2014 from the point of view of his firm, how his program did, and why he is excited about 2015.

Thanks for listening and please welcome back Marc Malek.

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70 Intervention in The Markets: The Effect on Trend Following with Marc Malek of Conquest Capital Group2020-10-08T12:19:15-04:00

69 Staying Agnostic in Your Allocation with Martin Lueck of Aspect Capital

69 Staying Agnostic in Your Allocation with Martin Lueck of Aspect Capital

This year in review covers how Aspect Capital came out of 2014 with their best year ever as a company, and what they learned from the year. Martin Lueck discusses the events that made 2014 a roller coaster ride, as well as the importance of always staying agnostic in your allocation to different sectors.

Thanks for listening and please welcome Martin Lueck.

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69 Staying Agnostic in Your Allocation with Martin Lueck of Aspect Capital2020-10-08T12:15:26-04:00

68 Keep The Long Term View in Mind When Investing with Mike Dever of Brandywine Asset Management

68 Keep The Long Term View in Mind When Investing with Mike Dever of Brandywine Asset Management

On our next year-in-review, Mike Dever talks about how 2014 evolved for his firm and what they learned from the year. He discusses the changes they made to their program as well as the recent Swiss Franc move and what they learned from that. He also talks about why investors need to keep the long term view in mind when investing, and not re-evaluate the program every time the profits take a dip.

Thanks for listening and please […]

68 Keep The Long Term View in Mind When Investing with Mike Dever of Brandywine Asset Management2020-10-08T12:14:23-04:00
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